HOW IT WORKS

From client brief to structured report.

1. Submit the decision context

Share the decision being considered, what is at stake, the options under review and where external perspective could help.

2. We select and check advisors

We match the client brief to relevant advisors and check availability, independence, conflicts and restrictions before participation.

3. You receive a structured report

We gather advisor input, synthesise the perspective and deliver a report your team can use internally.

The Model

The process at a glance

Digital Advisory manages the process from client brief to structured report, including anonymisation, advisor selection, conflict checks, advisor engagement and synthesis.

01

Client brief

02

Anonymisation

03

Advisor selection

04

Advisor input

05

Synthesis

06

Structured report

Submission

What the client brief should include

The client brief does not need to be long. It should give us enough context to understand the decision, the options under review and where external operator perspective could be useful.

  • The decision being considered
  • Why it matters now
  • The options or direction under review
  • Where uncertainty, risk or disagreement exists
  • Any relevant constraints, timelines or confidentiality requirements
  • Any companies, sectors or advisor profiles that should be excluded due to conflicts
Privacy

Confidentiality by design

Client briefs are anonymised before they are shared with advisors. Company identity is not disclosed unless necessary and explicitly approved.

This protects confidentiality, reduces bias and keeps advisor input focused on the decision context.

We control what is shared, who is involved and which restrictions must be respected.

01 Client brief received

Decision context and restrictions are captured.

02 Identity removed

Company identifiers are withheld unless disclosure is approved.

03 Conflicts checked

Companies, sectors and relationships can be excluded.

04 Advisor input gathered

Advisors respond to the decision context, not the client brand.

Advisor Selection

How advisors are selected

Advisors are selected for each client brief based on relevant operating experience, functional expertise, sector context, geography, independence and conflict restrictions.

Selected per client brief

Advisors are matched to the specific decision, not drawn from a fixed panel.

Conflicts reviewed

Restrictions are checked before any advisor is invited.

Independent input

Advisors contribute as individuals, not as representatives of their employers.

Typical timing

Most structured reports are delivered within 5 working days once the client brief is confirmed. Timing depends on complexity, advisor availability and sensitivity.

Ready to submit a first client brief?

Request a trial and we will review whether Digital Advisory is appropriate for your decision context.